HomeMy WebLinkAbout03162015 REOC PresentationCitizen’s Revenue Enhancement
Oversight Commission (REOC)
Meeting #2
March 16th, 2015
City Hall – Council Hearing Room
Presenting Staff: James David, Michael
Codron, Jason Stilwell, Wayne Padilla 1
03/16 Meeting Agenda
1.REOC Performance Measurements
a.Authoring a Viewpoint?
2.Local Revenue Expenditure Planning
a.Balance between operating and capital
b.Which operating costs should not be tagged Measure G
c.Preliminary capital expenditures
3.Tools for Tracking Measure G
a.Sub-fund accounting method
b.Third-party software
c.Tracking Matrix
4.Communications
a.Staff
b.Commission
2
Operating
46%
Capital
54%
Measure Y Uses FY 2013-14 -$5.3 Million
Examples:
Parks
Traffic Congestion Relief
Open Space Preservation
Infrastructure Maintenance
& Improvements
Examples:
Police Services
Fire Prevention &
Training
Creek & Flood
Protection
Agenda Item #1
3
REOC Performance Measurements
Measuring Effectiveness
REOC Purpose: Review, report and provide recommendations
1.Effectiveness of Reviewing
Completion of the following checks and balances annually:
•Local sales tax spending objectives are consistent with resources.
•Sources and uses are appropriately matched.
•Fiscal year-end expenditures reported in Comprehensive Annual Financial
Report meet local sales tax spending objectives.
•Actual spending is consistent with approved budget.
•The City is being equitable with local sales tax.
4
Measuring Effectiveness
REOC Purpose: Review, report and provide recommendations
2.Effectiveness of Reporting
Attendance at Annual Citizen Oversight meeting.
Attendance at Annual Community Report hearing.
Number and quality of outreach events and educational activities.
Number of pageviews and other analytics on REOC website.
Responses to online and mailed surveys.
Responses to the following questions posed in various citizen engagement efforts:
•Do residents feel fully informed about local sales tax revenues and expenditures?
•Do residents feel local sales tax is being used appropriately?
5
Measuring Effectiveness
REOC Purpose: Review, report and provide recommendations
3.Effectiveness of Recommending
REOC’s recommended mix of local sales tax expenditures reflects the
following:
•Community input.
•Alignment with Measure G language.
•Consideration of Major City Goals and Other Important Objectives.
•Available resources (past and present), as well as projected resources are
considered.
6
Agenda Item #2
7
Local Revenue Expenditure Planning
Local Revenue Expenditure Planning
General Fund Operating Expenses:
1.Staffing
2.Programs
General Fund Capital Expenses:
1.Purchases
2.Construction projects
3.Debt service
8
Provide Essential Services
&
Capital Project Implementation
REOC Recommendations to Council
Three Proposed Focus Areas
1.Balance between operating and capital uses
2.Operating expenses tied to Measure Y/G
3.Mix of capital uses
1.Based on Preliminary CIP list
9
Operating vs Capital
10
Operating
46%
Capital
54%
Measure Y Uses FY 2013-14 -$5.3 Million
Examples:
Parks
Traffic Congestion Relief
Open Space Preservation
Infrastructure Maintenance
& Improvements
Examples:
Police Services
Fire Prevention &
Training
Creek & Flood
Protection
Operating Costs: Measure Y
Public Safety:
1.Traffic Sergeant*
2.Patrol Officer
3.Police Sergeant
4.Daytime Downtown Patrol Officers
5.Fire Marshal*
6.Training Officer*
7.Administrative Assistant – Fire
Training
11
Neighborhood Wellness:
1.Code Enforcement Officer
2.Permit Tech (0.25)
3.SNAP
4.Neighborhood Specialist x2
Maintenance Services:
1.Streets Maintenance Worker
2.Signal & Streetlight Tech
3.Stormwater Code Enforcement
Officer
4.Stormwater Collection Operators x2
5.Sweeper Operator
6.Stormwater Management Plan
7.Parks Maintenance Worker
8.Field Engineering Inspector
Transportation:
1.Traffic Engineer
Open Space:
1.Ranger Services
2.Open Space Wildfire Fuel Reduction
*Recommend no longer tied to Measure G
Preliminary Mix of Capital Uses
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14-15 Fund balance: $3,637,000
•$2,197,000 relates to Measure Y/G
o $1,620,000 = contingency reserve
o $577,000 = savings from prior year
Agenda Item #3
13
Tools for Tracking Measure G
Measure G Sub-fund
14
SunGuard
Public Sector
Solutions
eFinancePlus
Third-party Tracking Tools
15 https://sanluisobispoca.opengov.com
Draft Tracking Matrix
16
Communications
17
Staff
Commission
Draft REOC Meeting Schedule
18